Markets priced for imperfection

Easing of secular stagnation would threaten popular trades

Market heroes should avoid the crowds

This week’s flash rally report contains key lessons for investors

Europe is the falling knife you can catch

Stocks now look cheap in Europe but China appears too risky

Gap between Greek Yes or No is not great

Whatever the poll result, opportunities await investors

Markets’ relaxed view is cause for alarm

Investors appear to ignore the risks of Grexit and Fed’s gradualism on rates

Chinese whale could sink emerging markets

EM indices that include A-shares risk reinflating China bubble

How to judge if stocks are at the top

There is reason to be worried but history shows, with central bank help, market can keep rising

Growth stalls as oil dividend remains unspent

Markets puzzled by weak consumer spending given crude price drop

Have bonds reached a tipping point?

Only if market liquidity proves poorer than many fear or the Fed forces the issue

Diversity drives Indian Ocean region

Next decade will see rise of India and east Africa as mature economies stagnate

China stocks are high but can go higher

History shows markets can rally a long time, particularly once foreign money enters

Records leave markets stuck in time warp

Highs reinforce the lesson that valuation is a poor guide to short-term moves

Equity investors reject UK election risk

Political stakes are high: so too is faith in UK stocks

Momentum to stall as profits talked down

Earnings forecasts have taken a stunning dive

Four financial questions for foamy markets

John Authers on negative yields, US and Chinese stocks and EM reserves

The dollar almighty will create risks

US currency can boost global economy but there are caveats

Landmarks on a journey to uncertainty

Nasdaq record and US jobs data leave hard questions unanswered

Lack of revenue growth is alarming

The balance must shift from cutting costs to boosting revenues

US economy vulnerable to China syndrome

Litany of economic indicators flashing reasons for concern is growing longer

Draghi’s pledge gives credible hope

Expect the global hunt for yield to continue until rates rise

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